About Agilis Investment Management
Agilis Investment Management by Agile Financial Technologies is a comprehensive investment management platform designed to support asset managers, wealth managers, and financial institutions in handling complex investment operations.
Agilis Investment Management Details
Vendor
Agile Financial Technologies
Year Launched
2016
Location
187 Danbury Road, Suite 206, Wilton, CT
Deployment
cloud, web browser
Training Options
documentation, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Portuguese, Japanese, Mandarin, Korean
Users
Financial Analysts, Portfolio Managers, Risk Managers, Wealth Managers, Fund Managers, Compliance Officers, Operations Managers
Industries Served
Pension Funds, Real Estate, Lending and Credit Management, Microfinance and Financial Inclusion, Insurance, Financial Services, Banking
Tags
Investment Management, Financial Services, Portfolio Management, Wealth Management, Risk Management, Client Reporting, Compliance Tracking, Performance Analysis.
Agilis Investment Management's In-App Market Place
Does Agilis Investment Management have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
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Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), SGD (S$), HKD (HK$), NOK (kr), KRW (₩), INR (₹), RUB (₽), ZAR (R), BRL (R$), MXN (MXN$), TRY (₺), AED (د.إ), SAR (﷼), QAR (﷼), THB (฿), IDR (Rp), MYR (RM), TWD (NT$), PHP (₱), PLN (zł), HUF (Ft), CZK (Kč).
Pros & Cons
- The bespoke approach ensures that investment strategies align perfectly with individual or institutional goals.
- Integrated focus on tax efficiency helps clients keep a larger portion of their generated wealth.
- Direct site visits and management interviews provide deeper insights than standard desk research.
- Access to esoteric, non-mainstream investments reduces competition and potentially increases specialized returns.
- Concentrates on high-yield, low-volatility assets which can provide consistent financial stability.
- A high-touch research and site-visit model typically results in higher management fees for the client.
- Physical presence is limited to a single location in Wilton, CT, potentially affecting local accessibility.
- Investing in niche, "not well known" assets can involve higher complexity and lower liquidity.
- As a specialty firm, their services may require high minimum investments typical of "white-glove" management.
- Despite a defensive focus, undervalued assets and equities remain susceptible to broader economic volatility.
Agilis Investment Management's Support Options
Email Address
team@agilisim.comContact
203-920-1011